>> i think it probably extends at least to the weekend press cycle when the debt ceiling debate will most likely reemerge, but i think the fundamentals for tomorrow are strong. you'll see some carry forth in commodities and equities. treasury supply is right out of the way, so treasuries might bounce a little bit ahead of the fed buyback program next week. but earnings so far have come out pretty solid. expectations are ratherrer modest given the fiscal cliff from last quarter and earlier this month. so really i think we'll probably trade a little higher tomorrow, but you could see some profit taking the last hour or so. ashley: all right. john brady, rj o'brien managing director. thank you so much from the cme. let's bring in our market panel now, david fleischer and jack ablin. john just said, look, so far earnings have been, well, solid, but let's face it, the bar is pretty low, so i don't know how much you can read into that. you are moderately bullish. so what is your expectation for the first quarter and the rest of the year? >> well, i'd say overall for the year we are cautiou